Search ResultsShowing 1 - 10 of 100+ results for "Xplan"
Advisers loyal to XPLAN: Report
KARREN VERGARA  |  WEDNESDAY, 17 APR 2019
XPLAN continues to be the top application of choice for financial advisers for the 12th consecutive year. This is according to the latest Investment Trends Planning Software Benchmarking Report, which showed XPLAN blitzed 29 of 34 categories. Other ...
Financial adviser salaries revealed
JAMIE WILLIAMSON  |  THURSDAY, 11 APR 2019
... have tertiary qualifications in financial planning or a related degree. Paraplanners and client service officers with Xplan experience will be highly regarded. Meanwhile, financial advisers with strong rapport building and effective communication ...
IRESS general manager joins advice group
JAMIE WILLIAMSON  |  THURSDAY, 14 MAR 2019
... knowledge will be an invaluable addition to our experience base," Mancell said. "Andrew spent more than a decade with Xplan, working closely with firms like ours. Harnessing Andrew's experience in this area underlines our commitment to ...
Practifi integrates with XPLAN
KANIKA SOOD  |  WEDNESDAY, 6 MAR 2019
The business management platform for advisers has integrated with IRESS XPLAN, leveraging its recently released open API. The integration builds on Practifi's compliance and efficiency by eliminating data duplication with a single, completely ...
Former Macquarie advisers have bans reduced
JAMIE WILLIAMSON  |  TUESDAY, 12 FEB 2019
... only instructions had been given, not personal advice. They then arranged for the same false emails to be saved into Xplan and created false order management system transaction records to reflect the false emails. Landau engaged in the ...
Advice dealer group, fintech align
JAMIE WILLIAMSON  |  MONDAY, 7 JAN 2019
... rates across a wide range of Australian banks and other authorised deposit-taking institutions. Elders advisers using Xplan can also benefit from a wide range of data feeds offered by Cashwerkz, enabling them to comprehensively measure asset ...
Class enhances XPLAN integration
KARREN VERGARA  |  THURSDAY, 22 NOV 2018
The latest integration between Class and XPLAN will enable financial advisers to have a single shared view of data and assets. Users will be able to vie all investments held within Class and XPLAN, including unlisted assets such as direct property. ...
Industry fund, IRESS begin automated advice journey
DARREN SNYDER  |  TUESDAY, 30 OCT 2018
... director, superannuation Jeff Hall said the solution can also be coupled with WA Super's use of scaled advice solution XPLAN Prime. Using one technology provider for the digital advice solution reduces risks associated with re-keying data between ...
IOOF expands managed accounts offering
KARREN VERGARA  |  FRIDAY, 12 OCT 2018
... Consultum Financial Advisers. IOOF anticipates it will offer MPS to the broader market. MPS is fully integrated with XPLAN, including advice document generation and client account management with built-in client review reminders, Oliver said. ...
Former Macquarie advisers banned
JAMIE WILLIAMSON  |  WEDNESDAY, 19 SEP 2018
... instructions had been given by them, and not personal advice. He also arranged for the false emails to be saved into XPLAN and created false order management (IOS) system transaction records related to the emails. Campbell was found to have ...
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